Job Postings / Career Resources



Welcome to the Job Posting Area of the Financial Planning Association of Northern New England.  This area of the website has been created to alert our members of positions within the financial services area which may be of interest.   Our general policy for posting positions is that the positions be either from member firms or from other non-member financial service providers with a relevant connection to our industry.  FPANNE reserves the right to remove a job posting or refuse to post a position at any time.  Please note that  contact regarding any of the positions shown below should be made directly with the hiring official indicated and not with FPANNE.  Thank you.

Do you have a position you would like to post? Please submit the position description including all contact information and links to here.

Current Listings:

CERTIFIED FINANCIAL PLANNER (posted  10/02/19) 
Cornerstone Financial Planning seeks a full-time CERTIFIED FINANCIAL PLANNER Practitioner for our fee-only financial planning and investment advisory firm in Newington, NH.

This position provides an opportunity to work within a firm that does not make sales calls, but instead focuses on personal client relationships.

Responsibilities include, but are not limited to:

  • Work with firm Principals and Planners to analyze, research, and implement financial solutions with clients;
  • Act as lead planner for a segment of the Newington office clients;
  • Continuously oversee clients’ financial situations with detail and accuracy;
  • Prepare and participate in client meetings – approximately 2-3 meetings per client per year;
  • Research various financial topics as it applies to client situations.

Benefits:

Competitive compensation commensurate with experience; 3% match on a SIMPLE IRA, generous PTO, and holidays, life insurance, disability insurance, company paid health insurance, HSA, monthly coffee stipend, well-being benefit, company paid continuing education;

Parking included;

Mentorship and learning opportunities;

Great working environment.

 

Please email cover letter and resume to mackenzie@cornerstoneplanning.com

 

Required Qualifications:

  • CFP® certification or certification in process;
  • Excited about the financial planning industry and desires a long-term career path;
  • High ethical standards/strict adherence to confidentiality;
  • Embraces our culture of compliance;
  • Strong verbal and written communication skills;
  • Strong interpersonal skills;
  • Ability to identify, meet, and follow through with client’s needs and requirements;
  • Interact effectively with office staff; is collaborative, and a goal-oriented team player;
  • Strong attention to detail;
  • Critical thinking skills and active listening;
  • Demonstrate excellence in organizational and time management skills;
  • Ability to take initiative, no matter how big or small the task;
  • Strong work ethic and energized by our company’s mission.

NOTES:

About Cornerstone Financial Planning

In our 20 years of sharing wisdom with people from all walks of life and circumstances, we’ve found that by focusing on one’s financial goals and helping define a plan for the future, one gains confidence in the prospects and subsequently feels greater ease in life. A most rewarding product of assisting our clients is witnessing their experience of well-being that comes with knowing they are making good decisions and are wise managers of their resources. As we offer guidance and strategy, the client comes to recognize some of the forces that affect their wealth – and begin to realize what they want their money to do for them – our conversations become more meaningful and the partnership is all the more effective.

Our internal company mission is as follows:

Our passion is assisting individuals and families with achieving their financial goals. We educate, inspire, and implement financial plans utilizing our thoughtful investment philosophy and deep commitment to our fiduciary responsibility.


CERTIFIED FINANCIAL PLANNER (posted  4/19/19) 

Cornerstone Financial Planning seeks a full-time CERTIFIED FINANCIAL PLANNER Practitioner for our fee-only financial planning and investment advisory firm in Portland, ME.

This position provides an opportunity to work within a firm that does not make sales calls, but instead focuses on personal client relationships.

Responsibilities include, but are not limited to:

  • Work with firm Principals and Planners to analyze, research, and implement financial solutions with clients;
  • Act as lead planner for a segment of the Portland office clients;
  • Continuously oversee clients’ financial situations with detail and accuracy;
  • Prepare and participate in client meetings – approximately 2-3 meetings per client per year;
  • Research various financial topics as it applies to client situations.

Benefits:

  • Competitive compensation commensurate with experience; 3% match on a SIMPLE IRA, generous PTO, and holidays, life insurance, disability insurance, company paid health insurance, HSA, monthly coffee stipend, well-being benefit, company paid continuing education;
  • Parking included;
  • Mentorship and learning opportunities;
  • Great working environment.

Required Qualifications:

  • CFP® certification with at least 5 years of experience working as a CFP® practitioner;
  • Excited about the financial planning industry and desirous of a long-term career path;
  • High ethical standards/strict adherence to confidentiality;
  • Embraces our culture of compliance;
  • Strong verbal and written communication skills;
  • Strong interpersonal skills;
  • Ability to identify, meet, and follow through with client’s needs and requirements;
  • Interact effectively with office staff; is collaborative, and a goal-oriented team player;
  • Strong attention to detail;
  • Critical thinking skills and active listening;
  • Demonstrate excellence in organizational and time management skills;
  • Ability to take initiative, no matter how big or small the task;
  • Strong work ethic and energized by our company’s mission

Please email cover letter and resume to mackenzie@cornerstoneplanning.com

 


Senior Wealth Advisor (posted  December 6, 2018) 

Newfound Associates is a New England based executive search firm that specializes in Wealth Management recruitment. We are presently conducting a Senior Wealth Advisor search for a well-established ($500MM AUM) New Hampshire based investment subsidiary of a bank holding company. The investment firm offers both fee-based and commission-based money management and financial planning services with a comprehensive investment platform to align with a broad range of client needs.

Our Client is actively seeking a Lead Wealth Advisor to manage an existing book of $60MM AUM with 35 key relationships focused on HNW individuals, Municipalities and Not-for-Profit Endowments. In addition, the desired candidate will have a client following with minimum revenues of $200k. The Senior Wealth Advisor will have initial supervisory responsibility for an Associate Advisor with increasing management responsibilities and potential executive succession opportunity over time.

The ideal candidate will have 15+ years in the business, the appropriate investment licenses and preferably the CFP designation. The company offers a very comprehensive compensation plan including a base salary plus a competitive bonus/commission schedule, a pension and a full scope benefit plan.

We are being very selective with this important hire and are looking for an experienced individual with a proven track record of success and the capacity to lead a strong and growing organization!

Please contact us at execsearch@newfoundassociates.com if you or anyone in your network is interested in learning more about this excellent opportunity.